Leading Bank requires Relationship Manager's/Wealth/Portfolio

3 - 8 years

4.25 - 8.5 Lacs P.A.

Ludhiana, Gurgaon

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Wealth ManagementMutual FundsWealth RelationshipHNIPortfolioInvestment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Available Locations:- Ludhiana, Gurugram Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential Relationships. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. - Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank - Customer Engagement. - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. - Face to the client and First person Responsible for service and sales satisfaction of mapped clients - Investments.

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